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Technology Stocks : Micron Only Forum

MU 241.14

-6.7%

Dec 12 9:30 AM EST

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To: TREND1 who wrote (225)	6/5/1996 11:16:00 PM
From: Jerry Denkera	of 53903

Larry hello---spot pricing has certainly stabilized and held now that the Koreans have taken a wait and see attitude. Unfortunately demand is still very weak and inventories are building up.TI is still playing the low ball game and may cause the dam to break. I think the wall street journal story regarding a whole new slew of Japanese players in the pc arena may in the long run cause prices to weaken further.Short term obvious more usage but long term a battle for market share with companies that will be able to put their own memory into their own machines and bring prices down dramatically across the board. I wonder if Compaq and HP will now form alliances to build their own memory.Can't believe they will continue to support the companies trying to put them out of business. Regards Jerry

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